Filed February 22, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,698 | $46,869-15.3% | $122,332-67.5% | $70,131-43.4% |
| Participation rate | 92.7% | 58.2%+34.5pp | 71.6%+21.1pp | 69.5%+23.2pp |
| Annual return | 20.17% | 24.22%-4.0pp | 30.27%-10.1pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,671 | $1,288+107.4% | $4,050-34.1% | $2,342+14.0% |
| Participant deferral / active EE | $4,954 | $2,166+128.7% | $3,287+50.7% | $3,332+48.7% |
| Admin fee / account holder | $2,004 | $3,322-39.7% | $5,478-63.4% | $4,645-56.9% |